v3.64: New Integrations for Client Portfolios

We’ve expanded our integrations to help advisors bring client account data into Koyfin faster. Meet our new custodian integrations — and our first Portfolio Management System (PMS) integration.

New Custodian & PMS Integrations

You can now connect the following systems from the Integrations page:

Custodians:

• Schwab - Learn how to connect
• Altruist - Learn how to connect
• TradePMR - Learn how to connect

Note: Connecting multiple custodians simultaneously is only available in Advisor Pro

PMS Integration:

• Black Diamond - Learn how to connect

Note: PMS Integrations are available in Advisor Pro only

How to import accounts from connected Integrations

1. Once you have successfully connected the integration via the Integrations page in account settings, go to the Client Portfolio page and click + Add New → Portfolio

2. In the Portfolio creation window, choose your connected integrations. Select the account(s) you want to import and click Import.

After Importing

• All imported accounts are grouped into a new Untitled Portfolio.
• The portfolio is placed under No Household by default.
• Each import creates a separate untitled portfolio.
• To organize the portfolio:
  • Rename the portfolio and accounts if needed.
  • Reassign a portfolio or account by hovering over the row, clicking the ⋯ menu, and selecting Move to.